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can point to a lot of things and one of them being the fiscal cliff, has a lot of the damage been done, brian? >> i think it has. that's a good point and i think what you need to do is put your trader hat on and say i'm going to trade this for a hope rally, but if you're a longer term investor i would use any type of rally to take any profits that i have because i think a lot of damage has been done over the last year. businesses have been paralyzed and now the consumer has been paralyzed. what advice do you have among people trying to invest amidst this uncertainty. >> i think long term they're much more important for factors at work than what happens with this budget deal. >> thank goodness. >>a you will we would do if we went over the cliff from a tax point of view is install the tax structure from the clinton administration. >> we'll show people right now that you like homebuilders and you like retailers, right? put that up. heebner likes retail, home building, what's the third one? automobiles. >> all early-cycle stocks. i like these stocks because the economy is going to be -- ha
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